Anthropic's delayed IPO reveals AI bubble warning signs
The Gist
- Anthropic delays IPO despite $16.8B Q3 revenue (45% QoQ growth)
- Spent $7.33B on compute in 2025 alone, exceeding total revenue
- NYC pension fund urges delay over AI safety concerns
RevBots.ai View:
AI Sprinkler companies burning cash on infrastructure face reality checks as public markets scrutinize unit economics.
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